other major contracts expiring in the near future where it has to compete for business. investors have much less to worry about. confidence, now the big risk, it's off the table. we can now focus on atk's monster buy back, 175 million repurchase authorization. plus, if obama gets re-elected, they expect the civilian side to get a major boost as regular people, yes, stockpile ammo. not making it up. talk to cabela's. what happens if the election in 2008, on the other hand if, romney wins, he wants to increase spending. given all the factors, i can see why cowen believes that atk can outperform by 20%. you make a pretty compelling case that the stock is ready to play catchup. what about the downgrade? on one hand, jeffries had the bad luck of coming out with this research right before the army re-upped that contract. so timing, that could have been better. however, the jeffries downgrade wasn't all about alliant's ammo business.